FDS
PFG icon

Freedom Day Solutions’s Principal Financial Group PFG Stock Holding History

Freedom Day Solutions’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,543
Closed -$250K – 95
2019
Q4 		$250K Buy
4,543
+509
+13% +$27.9K 0.17% 86
2019
Q3 		$231K Sell
4,034
-716
-15% -$40.3K 0.17% 84
2019
Q2 		$275K Buy
4,750
+171
+4% +$9.42K 0.21% 77
2019
Q1 		$230K Sell
4,579
-2,705
-37% -$134K 0.19% 83
2018
Q4 		$322K Sell
7,284
-8,617
-54% -$424K 0.34% 65
2018
Q3 		$932K Buy
15,901
+38
+0.2% +$2.12K 0.74% 57
2018
Q2 		$840K Buy
15,863
+502
+3% +$29.2K 0.68% 59
2018
Q1 		$936K Buy
15,361
+821
+6% +$54K 0.82% 53
2017
Q4 		$1.03M Buy
+14,540
New +$1M 0.87% 50

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Freedom Day Solutions's PFG Position: Q1 2020 in Review

Freedom Day Solutions sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 4,543 shares — an estimated $250K sold.

Freedom Day Solutions first reported a position in PFG in Q4 2017 and held it in 9 quarters. The position peaked at $1.03M in Q4 2017. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Freedom Day Solutions reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Freedom Day Solutions sold 4,543 Principal Financial Group shares in Q1 2020, an estimated $250K.
  • Freedom Day Solutions first reported a position in Principal Financial Group in Q4 2017 and held it in 9 quarters.
  • Freedom Day Solutions's Principal Financial Group position peaked at $1.03M in Q4 2017.
  • 564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Freedom Day Solutions's 13F filing for Q1 2020, filed 10 Apr 2020.